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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,764 | $148,623-88.7% | $135,974-87.7% | $139,466-88.0% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 27.76% | 79.30%-51.5pp | 68.30%-40.5pp | 373.66%-345.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,434 | $8,103-32.9% | $7,760-30.0% | $6,712-19.0% |
| Admin fee / account holder | $580 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |